Please help! I was able to go in the Admin account and add a new employee. We have 3 named “Fred” all with different last names. I have added nick names after such as Fred (Fred E) etc. for all of them. All of them show up as employees in the Employee area, but when I am trying to add the last “Fred” to an appointment his name does not display in the drop down list at all. The only way I can add him is to add as a contact though I really want to add as an employee since the icon will help delineate for some of our staff. Thank you for your advice I have been struggling with this for weeks.
Problem with adding employees (3 same 1st name) and viewing them to assign lead or meeting dropdown fields
You must create USERS in admin section. Have you do that ?
Employee module is a little strange.
Yes I created all of them in the with the Admin account. With the Users section.
Thank you I some how create an account for the last person without a username. You really helped me.